95 Glastonbury Blvd.
Suite 102
Glastonbury, Connecticut 06033
Tel: 860-652-3239
USI SECURITIES, INC, formally registered with the SEC as USI SECURITIES, INC. The firm was established in 06/04/1999. They have over 15 offices throughout the country.
USI SECURITIES, INC. is a Glastonbury, Connecticut based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 24 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 43793 |
| SEC# | 801-56578 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 24 |
| No. of Clients | AUM |
|---|
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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